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BIRT

Actuate Corp
BIRT

Delisted

BIRT was delisted on the 15th of January, 2015.

98 hedge funds and large institutions have $275M invested in Actuate Corp in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more capital invested

Capital invested by funds: $259M → $275M (+$16M)

2% less funds holding

Funds holding: 10098 (-2)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
33
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.2M -$188K -24,500 -0.9%
RA
2
Royce & Associates
New York
$16.6M +$5.31M +692,300 +47%
Renaissance Technologies
3
Renaissance Technologies
New York
$13.9M +$564K +73,470 +4%
CPA
4
Cowen Prime Advisors
New York
$12.6M +$4.38M +571,200 +54%
Invesco
5
Invesco
Georgia
$12.5M +$337K +43,903 +3%
HIM
6
Herald Investment Management
United Kingdom
$12.3M
Vanguard Group
7
Vanguard Group
Pennsylvania
$11.7M +$332K +43,280 +3%
BIT
8
BlackRock Institutional Trust
California
$11.2M -$8.94K -1,166 -0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$11M +$171K +22,275 +2%
HA
10
Heartland Advisors
Wisconsin
$10.8M
BFA
11
BlackRock Fund Advisors
California
$10M -$282K -36,710 -3%
SAM
12
Skyline Asset Management
Illinois
$9.1M +$2.66M +346,200 +42%
PI
13
Putnam Investments
Massachusetts
$9.07M -$56.2K -7,328 -0.6%
PAIM
14
Punch & Associates Investment Management
Minnesota
$7.79M +$488K +63,667 +7%
SBH
15
Segall Bryant & Hamill
Illinois
$7.03M -$1.58M -205,405 -18%
State Street
16
State Street
Massachusetts
$6.79M -$460K -59,970 -6%
EIP
17
Epoch Investment Partners
New York
$6.51M +$34.8K +4,535 +0.5%
Northern Trust
18
Northern Trust
Illinois
$5.37M +$203K +26,447 +4%
PIM
19
Profit Investment Management
Maryland
$5.32M +$2.24M +291,765 +73%
KG
20
Karamaan Group
New York
$5.29M +$5.27M +686,447 New
Boston Partners
21
Boston Partners
Massachusetts
$4.93M -$2.01M -262,069 -29%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.33M +$151K +19,678 +4%
NFA
23
Nationwide Fund Advisors
Ohio
$4.02M -$192 -25 -0%
EAM
24
Edge Asset Management
Washington
$3.1M -$3.1M -404,015 -50%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$2.57M +$117K +15,280 +5%

BIRT Hedge Fund Activity: Q4 2013 in Review

98 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Actuate Corp (BIRT) for Q4 2013, worth a combined $275M — up 6.2% from $259M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BIRT and 11 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Royce & Associates, adding an estimated $5.31M. The largest seller was Soros Fund Management, cutting an estimated $5.92M.

  • 98 institutional investors held Actuate Corp (BIRT) as of Q4 2013, down from 100 in Q3 2013.
  • Funds reported $275M of Actuate Corp stock for Q4 2013, up 6.2% quarter-over-quarter.
  • 11 funds opened new Actuate Corp positions in Q4 2013 and 13 closed out, a net change of -2 holders.
  • The largest Actuate Corp buyer in Q4 2013 was Royce & Associates, an estimated $5.31M added.
  • The largest Actuate Corp seller in Q4 2013 was Soros Fund Management, an estimated $5.92M sold.

Based on aggregated 13F filings for Q4 2013.